Shanna Corona Crunk

Employer firm

Ameriprise Financial Services, LLC CRD 6363

$660B regulatory AUM 124,349 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2011 → 11/2016
  Wells Fargo Advisors Llc
  Fort Worth, TX
• 11/2016 → 01/2025
  Wells Fargo Clearing Services, Llc
  Fort Worth, TX
• 01/2025 → Present
  Ameriprise Financial Services Llc
  Fort Worth, TX

Previous Registrations

• 2020-07-20 → 2025-02-05
  Wells Fargo Clearing Services, Llc
  Fort Worth, TX

Other Businesses

Business Ownership; Tru Moon LLC; Owner; Retail; 13257 Poppy Hill Ln, , Fort Worth, TX, 76244; Not Investment-Related; 04/08/2019; 0 hours per month; 0 during trading hours. Other Business Activities; Mental Health Peer Support; Attend mental health workshops from the group sessions and one-on-one support to mental health peers whom are patients/clients of psychiatrist, Dr Jackie Keish, PHD ; 420 N Carroll Ave, Ste 140, Southlake, TX, 76092; Not Investment-Related; 12/14/2023; 1 to 9 hours per month; 0 during trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-07-16
• S63 Uniform Securities Agent State Law Examination
  2003-03-06

Other Names

• Shanna Darlene Crunk
• Corona Crunk
• Shanna Darlene Ortiz